Tech Stocks Radar

Revolut will become the first full digital neobank in Peru, targeting a market where digital wallets already handle nearly half of retail payments yet...

Visa becomes the first major card network inside a central bank's supervised stablecoin settlement framework via Singapore's BLOOM initiative. The...

Shopify posted the strongest Q2 results in the e-commerce software group, signaling broad sector momentum.

• Revenue beat: $3.58 billion, +33.7% YoY,...

Salesforce holds the clearer path to outperformance for core allocations, with aligned price targets, recovering momentum, and a 0.8% dividend backed...

WiseTech Global Limited (ASX:WTC) is a leading developer and provider of software solutions to the logistics execution industry globally, per its FY26 investor presentation.

• Infineon acquires Bengaluru-based C2i Semiconductors to expand software-defined power management for AI data centers, complementing its silicon, SiC...

Atlassian, Datadog and ServiceNow are using AI for internal efficiency gains while building fast-growing paid AI products, directly contradicting...

Entegris (ENTG), a leader in advanced materials for semiconductors, will hold its Investor Day on November 9, 2026, in New York City at 1:00pm ET,...

Cantor Fitzgerald raised Palo Alto Networks' price target to $425, citing the impact of its new AI-driven cybersecurity initiative.

Quintessent ships its GaAs-based quantum-dot comb laser to AI labs, generating eight wavelengths from one chip to bypass InP constraints. China's 69%...

Tesla's new Gigafactory Texas cathode plant is the first large-scale lithium battery cathode production in the Americas, strengthening vertical integration to accelerate 4680 cell output for Cybercab production.

• Targeted access: HP signed a multi-year global license for Huawei's WiFi 6 standard-essential patents through the Sisvel pool, ensuring product...

Software stocks lost over $2 trillion in weeks as AI agents threatened subscription seats, sending the sector ETF down nearly 30% and below the S&P...

AI is moving beyond infrastructure spend into measurable revenue growth.

• Semiconductor revenue expected to nearly double in 2026 as AI drives memory...

Apple's new Mac mini (M6 and M5 Pro) and Mac Studio (M5 Max/Ultra) highlight a capital-light AI approach: on-device inference via unified memory and...

US deals alone accounted for $80.8 billion across 933 transactions in H1 2026, representing more than three-quarters of worldwide fintech investment...

Nvidia and Perplexity push local inference with 27B-35B Qwen models on RTX GPUs and DGX Spark needing just 24 GB memory.

• Cerebras CS-4 delivers...

India's semiconductor packaging ambitions are advancing fast under the $10 billion ISM 1.0 program, with nine projects approved across legacy,...

MegazoneCloud, a Google Cloud premier co-sell partner and AI-native MSP, has launched a Gemini Enterprise Center of Excellence to help global clients...

The source provides no information on Big Tech acquisitions, AI talent, or M&A premiums.